401(k) · DOL Form 5500 · 2023

Magnate Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
506
Participants Below avg headcount
79th
Percentile by assets National rank
$57,151
Avg per participant Low balance/head
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Official DOL plan name: Magnate Holdings, LLC 401(k) Plan · Sponsored by Magnate Holdings, LLC · Oregon · Transportation & Warehousing

$29M in assets, 506 participants

Magnate Holdings, LLC's Magnate Holdings, LLC 401(k) Plan reported $29M in total assets and 506 participants in its 2023 DOL Form 5500 filing, ranking in the 79th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,609 in Transportation & Warehousing (3,362 peers)

Where Magnate Holdings, LLC 401(k) Plan sits by assets

Magnate Holdings, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 506 participants (~$57,151/participant), up 24.6% in 2023.

#2,609
in Transportation & Warehousing (3,362 peers)
+24.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Magnate Holdings, LLC 401(k) Plan's outsized position by total assets

Magnate Holdings, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$28,918,333 Top 21% higher than 79% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Magnate Holdings, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Magnate Holdings, LLC 401(k) Plan sits mid-pack in the medium band (506 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Magnate Holdings, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Magnate Holdings, LLC 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Magnate Holdings, LLC 401(k) Plan reported participants rose from 429 in the plan year 2022 filing to 506 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 474472644 · Magnate Holdings, LLC PY 2023 · 401(k)

Magnate Holdings, LLC 401(k) Plan · $29M · 506 · 79th

  • VS-ST $29M
  • VS-ST 506
  • VS-ST 79th
  • VS-ST 401(k)
  • VS-ST near Leading Plan Solutions Pooled Employer Plan #1
  • VS-ST ind #2609

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Transportation & Warehousing retirement plans → · Plans in Oregon →

Magnate Holdings, LLC 401(k) Plan in the asset neighbourhood

Magnate Holdings, LLC 401(k) PlanMagnate Holdings, LLC 401(k)…$29MLeading Plan Solutions Pooled Employer Plan #1Leading Plan Solutions Poole…$29MSocionext America, Inc. Retirement PlanSocionext America, Inc. Reti…$29MBti360 401(k) Plan$29MCentral Bank 401(k) Profit Sharing PlanCentral Bank 401(k) Profit S…$29M
End-of-year total assets ($M) among Magnate Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN474472644
Plan Effective Date2015-08-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Magnate Holdings, LLC)

Sponsor-wide plan assets over time

All Magnate Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 50.35516566951729% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.2M $34.9M ▲ +50.4%
Year Plans Participants Total Assets
2022 1 429 $23M
2023 1 506 $29M
2024 1 474 $35M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Magnate Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Magnate Holdings, LLC 401(k) Plan, Total assets ($B): 0.028918333 · Participants: 506Magnate Holdings, LLC 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Magnate Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Magnate Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Magnate Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Leading Plan Solutions Pooled Employer Plan #1 in WA ($29M); by covered participants it is Sita Employee 401(k) Savings Plan in GA (506 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (506 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Magnate Holdings, LLC 401(k) Plan assets move in 2023? ▼
Magnate Holdings, LLC 401(k) Plan grew sharply - up 24.6% during 2023, from $23M to $29M. Reported net income was $6M.
How have Magnate Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Magnate Holdings, LLC's sponsor-wide assets grew 50.4%, from $23M to $35M.
Where does Magnate Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Magnate Holdings, LLC 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Magnate Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Leading Plan Solutions Pooled Employer Plan #1 in WA ($29M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Magnate Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sita Employee 401(k) Savings Plan in GA (506 participants, $271M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474472644.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.